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Vista of Insight

Elite  Investment  Advisors

Mark of Excellence

Vistamark Invtestments logo
Slide

Vista of Insight

Elite  Investment  Advisors

Mark of Excellence

Vistamark Invtestments logo
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About Us

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Welcome to Vistamark Investments—where world-class investment insight is paired with exceptional, personalized service.

At Vistamark, we believe you deserve more from your investment advisor. Drawing on decades of Chief Investment Officer experience overseeing hundreds of billions for private clients, family offices, and institutions, our leadership has seen firsthand the shortcomings of traditional investment and client service models. That’s why we founded Vistamark: to set a new benchmark in the industry. Your goals are at the heart of our disciplined process, which is driven by deep market knowledge, complete transparency, and a commitment to truly individualized care.

We are the Expert’s Expert

Our investment philosophy is grounded in a disciplined approach that fuses rigorous quantitative analysis with decades of experience and keen market insight. For over 25 years, our leadership has refined our proprietary tools—VistaBuilder™ for portfolio construction and VistaBalancer™ for intelligent rebalancing—to deliver exceptional value for our clients. We believe superior returns are the result of steadfast dedication to research, discipline, innovation, and precise execution.

At Vistamark, we are guided by a bold vision: to redefine the future of asset management and wealth management through the fusion of unrivaled expertise and relentless innovation.

For nearly three decades, our leadership has been entrusted with managing portfolios for a diverse range of clients—including leading institutions, ultra-high-net-worth families, endowments, nonprofits, and retirement plans. Throughout our journey, we have remained steadfast in our commitment to excellence, integrity, and raising the bar for what clients can expect from their investment partners.

Building Enduring Prosperity

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Vistamark Core Services

Private Wealth & Family Offices

We provide premier investment advisory, management, and financial planning services for private wealth clients and family offices. Our focus on integrated asset allocation, rigorous manager selection, disciplined risk management, and expertise in alternative investments—including private equity, real estate, and hedge funds—ensures tailored solutions designed to achieve your unique financial goals and enhance portfolio diversification.

Nonprofits, Endowments & Foundations

We partner with nonprofits, endowments, and foundations to deliver tailored investment advisory services that seamlessly align your portfolio strategy with your organization’s mission. Leveraging our deep expertise in asset allocation, manager selection, portfolio construction and risk management, we empower your organization to achieve its long-term goals and maximize its impact.

Defined Contribution Plan Consulting

We partner with plan sponsors to deliver comprehensive defined contribution and 401(k) investment consulting services, leveraging our deep expertise to optimize plan performance and participant outcomes. Our approach includes ongoing plan analysis, investment menu design, provider benchmarking, fiduciary support, and participant education. We help ensure your retirement plan remains aligned with your organization’s goals.

Defined Benefit Pension Plan Consulting

We partner with plan sponsors and actuaries to provide comprehensive investment management and consulting services for defined benefit plans. Leveraging deep expertise in asset-liability modeling, manager selection, risk mitigation, and strategic planning, we aim to enhance your plan’s risk-adjusted performance.

Outsourced Chief Investment Officer Solutions

Vistamark provides outsourced investment expertise and tailored solutions for RIA firms, bank trust departments, and financial institutions. We strengthen your investment platform, empowering you to deliver superior value and results to your clients.

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Industry Consulting & Expert Witness Services

Whether you need industry consulting for M&A or an investment expert witness for complex litigation, select an expert who aligns with your objectives, effectively counters opposing arguments, and leverages proven expertise to advance your business or protect your legal interests.

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Why Vistamark?

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With decades of experience leading multibillion-dollar organizations and high-net-worth families—overseeing over $260 billion in assets—our senior professionals deliver trusted, institutional-grade expertise.  MORE

Our Leadership: Setting the Standard in Investment Excellence

Innovative Portfolio Design: Our professionals have set the industry standard with our proprietary VistaBuilder™ and VistaBalancer™ systems, engineered to construct and dynamically rebalance portfolios to drive value for clients.

  1. Strategic Investment Leadership: Our professionals have served as outsourced chief investment architects for RIA firms, trust companies and other financial institutions overseeing hundreds of billions in assets.
  2. Thought Leaders: Our team members have authored multiple investment textbooks and regularly contributes to prominent industry publications, helping to shape and advance the dialogue within the financial sector.

Our expertise spans traditional and alternative asset classes, including private equity, hedge funds, and real estate.

For decades, our leaders have guided clients through pivotal market events, including the 1997 Asian Financial Crisis, the 2000 Dot-Com Bust, the September 11th Attacks, the 2008 Global Financial Crisis, the 2020 pandemic, the 2022 invasion of Ukraine, and the 2025 trade tensions. Our proven ability to navigate turbulence underscores our commitment to delivering steady, confident guidance for our clients in any market environment.

Embracing advanced technology, including artificial intelligence, is central to our vision, enabling us to enhance our services and deliver world-class investment management with greater accessibility and sophistication for our clients.

Fiduciary Commitment: As fiduciaries, your best interests always come first.

True Independence: We are 100% independently owned, seeking to ensure our advice is unbiased and free of conflicts.

Proven Leadership: With over 20 years of experience as a Chief Investment Officer, our leadership brings deep expertise to every client relationship.

Exceptional Knowledge: Our team is highly credentialed, with a strong track record of delivering successful outcomes for clients.

Client-First Approach: Your definition of success guides our work; we’re dedicated to helping you achieve your unique goals.

Innovative Mindset: We seek to continuously anticipate market trends and embrace proactive strategies to keep you ahead.

Unmatched Service: Our commitment is to provide exceptional service and attention at every step.

Proactive Guidance: We seek to deliver clear, actionable advice and stay ahead of your needs, so you’re always informed and empowered.

Our proprietary VistaBuilder™ and VistaBalancer™ systems proactively manage risk, reduce expenses, and enhance performance.

We craft customized planning and investment solutions tailored to your unique objectives, goals, evolving needs, and risk profile —deliberately steering clear of generic, one-size-fits-all approaches.

We craft customized planning and investment solutions tailored to your unique objectives, goals, evolving needs, and risk profile —deliberately steering clear of generic, one-size-fits-all approaches.

MORE REASONS CONTACT US

Fiduciary Duty   |   Independent, Proactive   |   Deep Experience   |   Client‑Centered

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Our Process

At Vistamark, you’ll discover the sophistication of a global investment office, delivered with the attentive care of a boutique firm. Let us redefine your expectations of an advisor.

Your financial journey deserves nothing less. Ready to experience the Vistamark difference? Let’s start a conversation.

Free Consultation

Our initial meeting is completely free and comes with no obligation. It’s your chance to share your financial goals and see if Vistamark is the right partner for you. We’ll focus on understanding your needs so we can tailor our approach to your unique situation.

Information Gathering

Next, we’ll collect detailed information to ensure we fully understand your circumstances. This allows us to craft a highly personalized set of recommendations just for you.

Proposal & Agreement

We’ll present a tailored proposal outlining our recommended strategies and services. If you’re ready to move forward, we’ll review and finalize the agreement together.

Execute

Once the agreement is in place, we’ll put your customized plan into action—implementing your portfolios and strategies to help you achieve your financial goals.

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Our Leadership

Matthew Rice, CFA, CAIA

Matthew Rice, CFA, CAIA

MANAGING PARTNER, Chief Investment Officer

Matthew Rice is a distinguished investment industry leader, with nearly three decades of experience guiding private clients, family offices and institutional investors. As Founder and Chief Investment Officer of Vistamark Investments LLC, Matthew is known for his strategic vision, innovative portfolio construction, and unwavering dedication to client success.

Matthew has served as Chief Investment Officer for First Business Bank since September of 2023, where he oversees $3.5 billion in client assets. Previously, as Managing Partner and Chief Investment Officer at Fiducient Advisors, Matthew was instrumental in transforming the firm from a fledgling startup into an industry powerhouse overseeing $260 billion in assets under management by the time he sold his interests in the business. Under his guidance, Fiducient earned the #1 national ranking from Barron’s for institutional investment consulting teams in 2020.  MORE

A respected thought leader, Matthew is also the author of two acclaimed books: Nonprofit Asset Management: Effective Investment Strategies and Oversight and The Practical Guide to Managing Non-Profit Assets. His deep expertise, innovative approach to investment strategy, and mastery of risk management make him a sought-after authority in the industry.

Matthew earned his Bachelor’s degree in Economics from Northwestern University and holds both the Chartered Financial Analyst® (CFA) and Chartered Alternative Investment Analyst® (CAIA) designations. His investment approach is grounded in rigorous research and disciplined execution, complemented by a passion for developing proprietary tools that seek to deliver meaningful value and drive superior investment returns for clients.

Contact Matthew

Phone: 312-895-3001 x100

Sean McEvilly, CFA

Managing Partner & Research Director

Sean McEvilly, CFA, is a distinguished investment professional specializing in both traditional and alternative asset classes. As Managing Partner and Research Director at Vistamark Investments, Sean is recognized for his strategic expertise in manager due diligence, investment strategy development, and portfolio construction. His approach is rooted in driving superior client outcomes through rigorous research and analytical discipline.

Sean earned his Bachelor’s degree in Economics from Northwestern University and his Master’s in Management Studies from the Kellogg School of Management at Northwestern. Over his career, he has founded Crescent Capital and held key roles at Morgan Stanley Private Wealth Management, where he managed institutional portfolios totaling more than $2.5 billion in assets. In addition to his leadership in the industry, Sean shares his insights as a Professor of Finance at Grand Canyon University, mentoring the next generation of finance professionals.

Contact Sean

Phone: 312-895-3001

Sean McEvilly
Jennifer Lambert

Jennifer Lambert

MANAGER OF OPERATIONS

Jennifer Lambert is a versatile leader with a proven track record in operations and entrepreneurship. As Manager of Operations at Vistamark Investments, she excels at executing operations strategies. Jennifer’s entrepreneurial journey includes building businesses from the ground up into major regional players. In 2025, she successfully sold one of her companies to private equity, giving her firsthand experience in the full business lifecycle, from startup growth, to operational excellence to successful exit.

Jennifer has also served as the CEO of BlueSky Investment Group. Her ability to seamlessly blend high-level strategy with practical on the ground execution makes her a key driver of value creation.

Jennifer is a proud graduate of The Ohio State University, holding degrees in both business and psychology.

Contact Jennifer

Phone: 312-895-3001

Susan Town

Manager of Administration

Susan Town is a Manager of Administration at Vistamark Investments LLC, where she brings over 25 years of experience in administrative leadership to the firm. A proud graduate of Oklahoma State University, Susan is instrumental in overseeing account administration and internal processes. Her expertise ensures organizational efficiency and smooth client onboarding. Susan’s professionalism, attention to detail, and commitment to excellence make her a key resource of Vistamark Investments.

Contact Susan

Phone: 312-895-3001 x101

Where Investment Expertise Meets Innovation